posted on March 5th 2020 in WorthPointe News with 0 Comments /

Bolles, a wealth manager and specialist in philanthropic planning, brings exceptional breadth and depth of wealth management experience to WorthPointe.

DALLAS (December 2019)WorthPointe, a long established financial planning firm built with clients in mind, is excited to add Doug Bolles, CAP® as its newest Partner. He has been in banking and wealth management for 35 years and most recently served as Executive Vice President of Southside Bank Wealth Management in Tyler, TX.  A Chartered Advisor in Philanthropy®, Bolles has used this expertise to advise families on long-term financial planning and creating a legacy through charitable giving for decades. 

“Relationships matter,” Bolles said. “At WorthPointe, the relationship with the client is the sole focus for all the firm does. If we don’t get it right for the client, getting the rest of it right doesn’t matter. Our greatest accomplishment is helping our clients achieve their greatest accomplishments.” 

An avid boater, Bolles enjoys “living the lake life” with his wife, three sons and grandchildren by Lake Palestine. He is a board member of the East Texas Estate Planning Council, and HOPE International and is actively involved in his church. He hopes to empower more clients to build balance and spend more time doing what they love, a value shared by WorthPointe. 

“Our philosophies mesh perfectly, and we are thrilled to have Doug join the WorthPointe family,” said WorthPointe founder Christopher Van Slyke, CFP®. “His community-minded spirit and passion for helping clients provide security for their families while making their world a better place is what makes him a perfect fit for our team.” 

To get in touch with Bolles and the rest of the WorthPointe team, visit: https://www.worthpointeinvest.com/our-team-fee-only-financial-planners/.

About WorthPointe

WorthPointe is a Registered Investment Advisor with offices in San Diego, Austin, Orange County, Jackson Hole, Tyler and Dallas-Fort Worth with CERTIFIED FINANCIAL PLANNERS™ who are credentialed, experienced, and owners. The firm provides financial planning, investment consulting, tax planning, asset protection, estate planning, charitable giving support and more. 


###

Media Contact:
Lauren Hong
Out & About Communications
media@outandaboutcomm.com
(619) 564-8584

Continue Reading

Other articles filed under WorthPointe News

WorthPointe Named One of the 12 Best Financial Advisors in San Diego

January 28, 2021 - We are excited to announce that WorthPointe has been selected among the 12 Best Financial Advisors in San Diego for 2020-2021 by AdvisoryHQ. We believe these types of awards are such a testament to the quality support our advisors bring...
Continue Reading

The Morgan Report Q4 2020 Review – Lessons Learned

January 25, 2021 - 2020. Whew! I’m sure we’re all glad that’s over with, but as they say, beware what you ask for. Thankfully, my clients have stayed healthy and have mostly relegated to focusing on other areas of their lives like work, family,...
Continue Reading

NAPFA Advisor Magazine Showcases WorthPointe’s Story

November 12, 2020 - The Practice Profile in the September 2020 issue of NAPFA Advisor features WorthPointe, courtesy of an interview with COO Allison Blake. The wide-ranging piece, titled “It’s a great place to be,” showcases the firm’s investment approach and unique corporate culture,...
Continue Reading

Financial Advisor Magazine’s 2020 RIA Ranking Has WorthPointe at #416 of 715 firms

November 5, 2020 - Financial Advisor magazines’s 2020 RIA Ranking is out—ranking 715 registered investment advisors based on their year-end 2019 assets under management. WorthPointe is found in the asset category of $500 million to less than $1 billion, at nearly $624 million, landing...
Continue Reading

Independent Advisors: Do You Have Freedom Or Are You Drowning?

October 30, 2020 - By Allison Blake Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get...
Continue Reading

Return to Blog Home